Wealth Management Services

The partners at High Point Financial create, implement, and monitor customized financial plans designed to help individuals and families pursue their financial goals. We thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.

What Does That Mean?

We know and care about our clients. We take time to explain our value and make sure it’s a good fit. We start with a plan and help clients put creative solutions in place. We have a great process in place…but it means nothing without a genuine commitment to putting people in a better financial position before we think about how we get paid.

  • Financial Planning
  • Investment Management
  • Education Planning
  • Business Succession Strategies
  • Post-retirement Income Planning
  • Insurance Planning
  • Strategies for Minimizing Tax Burdens
  • Estate Planning
  • Charitable Giving Strategies
  • Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working toward common goals

Our Fees

When We Manage Your Investments.

Assets Under Management Annual Fee
First $500,000 1.00%
Next $1,500,000 0.63%
Next $1,000,000 0.52%
Next $1,000,000 0.41%
Next $1,000,000 0.26%
Above $5,000,000 0.11%

*Additional program and/or transaction charges may apply and are outlined in the associated client agreement.

When You Manage Your Investments and We Provide the Planning and Oversight

Financial Plan fees range from $1,500 to $15,000 and are determined on a case by case basis after reviewing the following:

  • Overall complexity and stated objectives
  • Household net worth and annual income
  • Estimated time required (annually)

All financial plans start with thorough review of client goals for the planning process and an agreement on scope of services provided. Planning fees are paid at completion of planning process.

A Word on Independence…

wealth management portal

1 Fidelity Clearing & Custody SolutionsSM (FCCS) is an independent company, unaffiliated with Commonwealth. FCCS is a service provider to Commonwealth and provides clearing, custody, and other brokerage services to Commonwealth through National Financial Services LLC (NFS), member NYSE, SIPC. 812041.1.0

Our firm remains free to act in your best interest and to help you follow the best course of action to meet your financial goals. We can make recommendations to you without any pressure to promote proprietary products or strategies.

It’s a model that differs from that of some other types of financial firms whose advisors are accountable not just to their clients, but also to the parent company that employs them.

Call us at 610-263-4505

We look forward with speaking with you. Contact Us